Steps: Set Up the Recruiting Workflow

Security: Set Up: Recruiting
domain in these functional areas:

Recruiting

Talent Pipeline

You can configure your recruiting process using Workday-provided stages, and include steps such as:

Automatic Stage Routing

Automatically Unpost Jobs

Change Government IDs

Change Personal Information

Document Review
, including electronic signatures

Workday automatically assigns candidates applying to a job to the Review stage. From there, you define the stages a candidate can move to. They can be:

Linear: Move a candidate to a specific stage in a specific order. Example: Review to Screen, to Interview, to Reference Check, to Offer, to Ready for Hire.

Flexible: Select from a list of stages to move a candidate to. Example:

Review to Screen, Assessment, or Interview

Screen to Assessment or Interview

Interview to Reference Check, Background Check, or Ready for Hire

Set up electronic signatures.

To enable candidates to sign documents electronically, add a Review Documents
type step on any subprocess of the Job Application
business process for the Candidate as Self
group.

See:

Set Up DocuSign

Set Up Adobe Sign

Set Up Review Documents Steps

Create Custom Business Processes.

Configure these business processes for your organization:

Stage	Corresponding Business Processes
Review	Review Candidate
Screen	Screen
Reference Check	Reference Check
Ready for Hire	Add Additional Job Change Job Contract Contingent Worker Hire Employee

Use the

External Site Homepage Link

report field to direct candidates to your external career site when you:

Configure a business process to include parallel Candidate Home action steps such as Change Government Identifiers
or Change Personal Information
.

Create custom notifications for candidates.

Configure business process steps that you might identify as high-volume as they're displayed in My Tasks. On a business process definition, you can apply the exclude task configuration on these step types so that it doesn't deliver notifications to My Tasks:

Action

Approval

To Do

Once a step is configured for exclusion, you can still access any excluded task in My Tasks from the Recruiter Hub.

Configure the Assessment stage.

See Steps: Set Up Assessments for Candidates.

Configure the Interview stage.

See Steps: Set Up Interviews.

Configure the Offer stage.

See Steps: Set Up Offers.

Configure the Employment Agreement stage.

See Steps: Set Up Employment Agreements.

Configure the Background Check stage.

See Steps: Set Up Background Checks for Candidates.

(Optional) Steps: Set Up Parallel Stages.

Configure parallel stages.

Create Recruiting Dispositions.

Configure the Job Application
dynamic business process.

See Steps: Configure the Job Application Business Process.

(Optional) Access the

Configure Dynamic Action Labels

task for the Job Application
business process type.

You can change the name of the stage a candidate or agency user sees when reviewing information.

As you complete the task, consider:

選項	說明
Action Label Override	Enter a label that displays to internal users when they move candidates through the recruiting process.
External Label Override	Enter a label that displays on the: Communications sent to external and internal candidates. Active Posting tab on the View Recruiting Agency report.

(Optional) Set up task consolidation for Recruiting business processes.

See Steps: Set Up Task Consolidation.

When a candidate applies for a job, Workday:

Creates a job application and associates it with the candidate record.

Sets the status of the candidate to Review
.

You can configure:

Workday to decline the remaining job applications for a hired candidate.

A condition rule on the Initiation
step of the Hire
business process. Ensure:

Source External Field or Condition Rule

: Job Application Business Process Created From

Relational Operator

: Is empty

The Undo Move from Hire action to move a candidate from the hire process back to the Make Decision step of the last recruiting stage they were in.